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Ted Buchan & Company, LLC

● SEC registered since 2018CRD 140722SEC# 801-113273San Diego, CA
Export (members)
Reg. AUM
$347.3M
Employees
5
Accounts
1,155
Location
San Diego, CA

Ted Buchan & Company, LLC assets under management

Ted Buchan & Company, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2018. It reports $347.3 million in regulatory assets under management and employs 5 people.

Ted Buchan & Company, LLC owners & executives

3 reported
NameTitleOwnershipSince
Edward John Buchan ControlPresidentOver 75%2006
Eric Vincent Schmid ControlChief Compliance Officer/Partner10-25%2016
Kimberley Ann Miller ControlDirector Of OperationsUnder 5%2006

Frequently asked questions

How much does Ted Buchan & Company, LLC manage?

Ted Buchan & Company, LLC reports $347.3 million in regulatory assets under management on its Form ADV.

How many employees does Ted Buchan & Company, LLC have?

Ted Buchan & Company, LLC reports 5 employees.

Where is Ted Buchan & Company, LLC located?

Ted Buchan & Company, LLC is based in San Diego, CA and has been SEC-registered since 2018.

Does Ted Buchan & Company, LLC disclose fund performance?

Ted Buchan & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12396 World Trade Drive, Suite 112, San Diego, CA 92128
Phone858-605-0686
Fax858-762-4082
Office hours9:00a.m. To 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$309.8M
Non-discretionary$37.4M
Total (RAUM)$347.3M